Hallo Herr Förtsch, wann entdecken sie endlich Scios? - 500 Beiträge pro Seite

[pollyanna]

Alexion haben sie ja nun gefunden und hoffentlich in Deutschland aus dem Dornröschenschlaf geholt.

Ohne ihre Empfehlung bleibt Scios hier noch weiter unbekannt und das wäre sehr schade wenn sie sich mal den chart und die story anschauen.



Oder gibt es hier etwa doch schon Scios Aktionäre?
Würde mich wundern bei Null Umsatz an deutschen Börsen.

Gruß pollyanna

[epicuraul]

na dann hol scios doch aus dem dornröschenschlaf!
mach sie uns schmackhaft...
förtsch lernt auch dazu und wird sich hüten werte mit 0 umsatz zu empfehlen...

gruß

[momi]

solche Aktien empfiehlt nuuuuuuur mein Klausi. hust

[pollyanna]

Hallo epicuraul,
da du nicht auf eine der nächsten Aktionärsausgaben warten willst:

Get to know Scios! The biopharmaceutical firm (whose name means "to know" in Greek) develops protein-based and small-molecule drugs targeting heart conditions, inflammatory diseases, and Alzheimer`s disease. Its products, which are in various stages of research, development, and trials, include Natrecor (congestive heart failure), Fiblast (wound healing), Insulinotropin (Type II diabetes), and beta-amyloid modulators (Alzheimer`s). Scios has joint development agreements with such companies as Abbott Laboratories and Eli Lilly to research and market its products. It also markets other companies` drugs.

Mehr Infos unter www.sciosinc.com
Pipeline und Kooperanten anschauen! Gute Homepage mit ausführlichen Erklärungen. Chart kann jeder selbst nachschauen.

Gruß pollyanna

[pollyanna]

Noch eine kurze Info für die Biotech-Kenner,

Umsatz in USA und Marktkapitalisierung sind ungefähr so wie bei Trimeris und Corixa. Ordern an der Nasdaq ist also kein Problem.
Alles weitere überlasse ich ihnen Herr Förtsch.

Gruß pollyanna

[dosto]

ja hatte die dieses jahr auch im jan/feb. schon mal-kurz-

[peat99]

hallo zusammen!
Weiß irgendjemand etwas neues von Scios? Bin am überlegen mir diese Aktie in mein Depot zu legen!
Gruß an alle!

[pollyanna]

Hätte ich nicht gedacht, dass der Wert so lange nicht entdeckt wird von den einschlägigen Börsenmedien.

@peat99
Gestern wurde bekannt gegeben, dass die Substanz Scio-469 in die klinische Phase 1 eintritt. Der Kurs ist daraufhin aber schon ganz schön angezogen. Therapiert werden sollen entzündliche Erkrankungen wie z.B. rheumatoide Arthritis. Der Vorteil von Scio-469 liegt darin das die Substanz oral eingenommen werden kann und die Wirkung dosiert werden kann. Bisherige Medikamente blockieren TNF alpha komplett und haben somit die unangenehme Nebenwirkung, dass sie das Immunnsystem stark unterdrücken.

Gruss pollyanna

[pollyanna]

70% in den letzten 4 Wochen

Und das in diesen Krisenzeiten.
Aber ich gebe zu: Glück ist wichtiger als Fachwissen

Die Überschrift mit dem Förtsch ist zwar dämlich aber vielleicht haben so 1 oder 2 Leser den Tipp mitbekommen und können sich nun auch freuen. In schlechten Zeiten macht das doch besonders Spass.

Gruß pollyanna

[pollyanna]

Da Scios sich trotz Barrons-Crash gut gehalten hat, verdient die company es nochmal erwähnt zu werden.
Aber Vorsicht, das ist ein gemeiner Pushversuch.

Gruß pollyanna

[pollyanna]

Hallo ihr zahlreichen Scios-Aktionäre,

Scios kommt von Wissen und nun wiisenn wir es:
Natrecor, ein neues Mittel gegen Herzinsuffizienz erwies sich in einer groß angelegten multizentrischen Studie wirksamer als die Standardtherapie mit Nitroglycerin. Und das mit weniger Nebenwirkungen.

Diese Meldung bescherte uns heute satte 12%!!

"Sell on good news" gab es auch nicht weil keiner seine Papiere mehr hergeben will und immer mehr Leute auf Scios aufmerksam werden.
Nun ist meiner Meinung nach die Wahrscheinlichkeit sehr hoch, dass die FDA Natrecor zulassen wird. Aber Vorsicht!
Wir erinnern uns. April 99 gab die FDA einen negativen Bescheid und der Wert der Scios Aktie halbierte sich an einem Tag!
Die FDA verlangte weitergehende Daten, die nun vorliegen.

Der CEO von Scios ist jedenfalls sehr optimistisch:

"We are delighted with the outcome of this trial because it clearly demonstrates the efficacy and safety profile of Natrecor and its potential utility in treating these patients," said Richard B. Brewer, Scios` President and Chief Executive Officer. "We believe the results will meet the FDA`s expectations and we will work closely with the agency in the coming months to achieve approval as soon as possible so that we can bring the first new treatment for this disease in over a decade to the market."

Für die glühenden Verfechter der deutschen Leitkultur, die alles Fremde, wie z.B. die englische Sprache verschmähen, habe ich noch ein paar Infos auf deutsch hervorgekramt.
Der Artickel ist schon fast 2 Jahre alt aber beschreibt Natrecor ganz gut. Nach der damaligen Studie wurde die Zulassung verweigert!
Zum damaligen Zeitpunkt hatte Bayer noch die alleinigen Vertriebsrechte. Ob das heute noch so ist weiß ich leider nicht. Aber der CEO von Scios wird in den nächsten Tagen den "Großen Bruder", der die Vermarktung übernimmt, bekanntgeben.

Bayer AG
03.02.1999

Neues Therapieprinzip zur Behandlung der akuten Herzinsuffizienz: FDA-Beraterkomitee empfiehlt US-Zulassung von Natrecor


Leverkusen - Ein Beraterkomitee der amerikanischen
Arzneimittelbehörde FDA (Food and Drug Administration) hat die
Zulassung von Natrecor (Nesiritide) zur kurzfristigen Behandlung der
akuten Herzinsuffizienz empfohlen. Auch in Europa wird das Medikament
zur Zulassung eingereicht werden. Natrecor wurde von der
biopharmazeutischen Firma Scios Inc (Mountain View, USA) entwickelt.
Bayer wird das Medikament weltweit vermarkten und klinisch
weiterentwickeln.

"Sobald Natrecor zugelassen ist, werden wir dieses neue Medikament
den Ärzten weltweit so schnell wie möglich zur Verfügung stellen",
sagte Dr. Frank Armstrong, Leiter der Produktentwicklung im
Geschäftsbereich Pharma der Bayer AG.

Natrecor ist die gentechnologisch hergestellte Form eines körpereigenen
Hormons (Natriuretisches Peptid). Es wird normalerweise im Herzen selbst
produziert und führt zu einer Reihe von biologischen Wirkungen, welche
bei Patienten mit Herzinsuffizienz die Herzfunktion verbessern.

In einer multizentrischen, randomisierten und doppelblinden Phase-III-
Wirksamkeitsstudie konnte unter der Natrecor-Behandlung der pulmonale
Kapillarverschlußdruck - ein Maß für die Druckverhältnisse im Herzen -
signifikant gesenkt werden. Der Herzindex, der die Pumpleistung des
Herzens angibt, wurde dadurch signifikant erhöht und die Therapie gut
vertragen. Die Herzinsuffizienz in ihrer chronischen Form ist eine
unheilbare, potentiell lebensbedrohliche Erkrankung. Durch die schlechte
Pumpleistung des Herzens werden die Organe nur noch ungenügend mit
Blut versorgt. Flüssigkeit sammelt sich in den Lungen und in anderen
Geweben an, mit klinischen Symptomen wie schwere Kurzatmigkeit,
trockener Husten, Beinödeme, Gewichtszunahme und Schlafstörungen.

Eine Herzinsuffizienz kann unmittelbar nach einem Herzinfarkt auftreten
oder sich allmählich entwickeln. Bei der akuten Form sind die Symptome
so bedrohlich, daß eine Behandlung im Krankenhaus notwendig wird. Diese
akute Form kann von einem zu hohen Salzkonsum, der Nichteinnahme von
Herzmedikamenten oder Herzrhythmusstörungen ausgelöst werden. Allein
in den Vereinigten Staaten und Europa leiden über zehn Millionen
Menschen an einer chronischen Herzinsuffizienz. Bei fast allen Patienten
kommt es im Verlauf der Erkrankung zu einer akuten Phase.

Quelle der Pressemitteilung: Homepage der Firma.


Die Umsätze in Deutschland steigen zwar langsam aber stetig.
Zumindest daran erkenne ich, dass ich nicht wirklich der einzige Scios Aktionär bin.

Gruß pollyanna

[pollyanna]

Profile

Scios Inc. is a biopharmaceutical company whose goal is to discover,
develop and commercialize novel human therapeutics for the
treatment of cardiorenal and inflammatory disorders and Alzheimer`s
Disease.

The Company`s lead product for the treatment of acute congestive
heart failure, Natrecor, is in Phase III clinical trials across the United
States. Scios` P38-Kinase inhibitor program is expected to begin
clinical trials during 2000 for the treatment of inflammatory disorders.

The Company operates a psychiatric sales and marketing division
which provides operating cash for research and development efforts.
In 1998, this division made a net contribution of $6.1 million to the
Company.

As of September 30, 1999, Scios had cash balances totaling $96
million. In 1999, the Company underwent a restructuring effort
expected to save $14 million annually beginning in 2000.

Scios is traded on the NASDAQ National Market under the symbol
SCIO, and employees approximately 200 people in two Sunnyvale,
California facilities.

Congestive heart failure = Herzinsuffizienz = sehr großer Markt

Gruß pollyanna

[pollyanna]

Scios Heart Failure Drug Beats Nitroglycerine in Test

By Brian Reid

New Orleans, Nov. 15 (Bloomberg) -- Scios Inc.`s Natrecor drug does a better
job than nitroglycerine in treating sudden episodes of heart failure without
severe side effects, according to a study the company will use to seek
regulatory approval of Natrecor this year.

The company released findings from the study to be presented today at the
American Heart Association`s annual meeting. Researchers found the drug
worked better and lasted longer than intravenous nitroglycerine, a standard
treatment for acute heart failure, a condition in which a weakened heart can`t
pump effectively.

That could give new life to Natrecor, which was rejected by the U.S. Food and
Drug Administration last year because the company hadn`t collected enough
data to support it. The new data could help the company win FDA backing,
doctors said.

``The bottom line is that Natrecor turns out to be a very effective drug . . . very
well tolerated by the very ill group of congestive heart failure patients and was
clearly better than nitroglycerine or placebo,`` said James Young, medical
director of the Kaufman Center for Heart Failure at the Cleveland Clinic.

Scios shares rose $1.06 to $16.06 in trading of 2.7 million, about six times the
three-month average daily volume. The closing share price is the highest since
1992. Shares have more than tripled this year.

``The Scios data was excellent -- as good as expected,`` said Jon Alsenas, a
portfolio manager at ING Furman Selz Asset Management. Alsenas said he
expects the drug to win approval by next summer.

Heart failure, also called congestive or chronic heart failure, affects some 5
million Americans, and acute attacks put 3 million Americans in the hospital
every year. Natrecor is designed to treat such acute attacks.

Natrecor, also known as nesiritide, is a natural heart hormone that Scios has
genetically recombined so that it may be mass-produced. Given intravenously,
it reduces fluid buildup and pressure believed to trigger acute episodes.

[pollyanna]

Ich hoffe nicht , dass einige von euch noch in den letzten 2 Tagen eingestiegen sind, denn auch eine Scios kann nicht immer weiter gegen den Trend steigen. Diesen Pechvögeln sei aber eine moralische Unterstützung gegönnt:

Scios kaufen Datum : 13.11.2000
Die Analysten vom Börsenbrief Global Biotech Investing stufen die Aktien
der Scios Inc. (WKN 868368) mit „Kaufen“ ein.
Das Biotechnologieunternehmen habe eine ganze Reihe von Medikamenten gegen diverse Herzkrankheiten in der Produktpipeline. Medikamente gegen Herzinfarkt, Herzmuskelentzündung, Angina und Herzrythmusstörungen würden dazu zählen. Scios habe bereits Vermarktungsverträge mit den Unternehmen wie Chiron, DuPont, Eli Lilly und Genvec abgeschlossen.

Scios plane, den Umsatz in den nächsten Jahren auf 77 USD zu verdoppeln, die Gewinnschwelle werde für das vierte Quartal 2002 prognostiziert. Die Aktie werde derzeit mit dem sechsfachen Umsatz bewertet. Dies entspreche einem 50-prozentigen Discount zum Branchendurchschnitt. Die Aktie ist schon von daher kaufenswert, da die Wertpapierexperten hier die Produkteinführung des Medikaments Natrecor bereits für die zweite Hälfte des kommenden Jahres erwarten würden. Scios habe derzeit 73 Mio. USD in der Kasse und keinerlei Schulden. Für das kommende Jahr erwarte man Kurse von deutlich über 30 USD. (Momentan 17 USD)

Gruß pollyanna

[nanunanu]

Herr Förtsch wird zunächst intensive Bekanntschaft machen mit der deutschen Justiz :-)

[pollyanna]

Vergessen wir doch den Förtsch.
Der diente nur als Aufhänger für die Überschrift.
Belohnt wurden diejenigen, die eigenes Research betrieben und nicht nur den Börsenblättern folgen wenn es schon fast zu spät ist.

Andere sind auch schneller als Förtsch:

Scios spekulativ kaufen Datum : 17.11.2000

Die Analysten vom Börsenbrief Biotech-Report empfehlen den spekulativ
eingestellten Investor die Aktien der Scios Inc. (WKN 868368) zu kaufen.
Das Biotechnologieunternehmen entwickele Therapeutika zur Behandlung
lebensbedrohlicher Krankheiten. Dabei konzentriere das kalifornische
Unternehmen sich auf die Erkrankungen von Nieren, Herz sowie durch
Entzündungen ausgelösten Krankheiten.

Das Protein Natrecor gegen akute Herzerkrankungen befinde sich momentan in dem Zulassungsverfahren. Die Präparate Filast gegen Wundbehandlungen befinde sich in Phase III. In Phase II befinde sich das Präparat Fiblast gegen Erkrankungen der periphären Blutgefäße.

Scios habe Kooperationen mit Abbott, Eli Lilly und DuPont. Bereits im Jahr 1999 habe Scios einen Umsatz von rund 61 Mio. USD erwirtschaften können – bei einem Nettoverlust von etwa 20,1 Mio. USD. Daher rechnen die Analysten für das laufende Jahr mit einem Umsatz von 41,5 Mio. USD und einen voraussichtlichen Verlust je Aktie von 1,16 USD.

Der wachstumsträchtige Markt der Biotechnologiewerte werde in den
kommenden Jahren ein enormes Potenzial bescheren. Scios habe im Gegensatz zu ihren Konkurrenten bereits mehrere Medikamente in der Entwicklung und somit die Entwicklungsphase hinter sich gelassen. Allerdings sollten Anleger ein Restrisiko beachten, der sich im Prozess der Medikamentenentwicklung ergeben könne.

Das sollte nun Rückenstärkung genug sein um die Aktie etwas länger zu halten.

@nanunana
Jetzt hätte ich doch fast 10 Beiträge hintereinander geschafft ohne das jemand dazwischen quatscht.

Gruss pollyanna

[nanunanu]

Tatsächlich -na ja hab ich mal kurz unterbrochen.
Redest Du immer so viel ? Man kommt gar nicht zu wort

[vondi]

und nun hat sie der förtsch doch empfohlen, smile.
habe mir mal welche zugelegt weil die story gut aussieht, der chart gut aussieht und wenn da in nächster zeit ein paar news kommen dürfte es noch besser aussehen.

vondi

[pollyanna]

Hallo vondi,

willkommen im Club!

Ich hatte es fast schon aufgegeben hier zu posten.
Für dich eine nicht ganz neue aber wichtige Meldung:
Die FDA hat am 22. November den diagnostischen BNP-Test von Biosite Diagnostics zugelassen.
Das ist praktisch der Diagnosetest der vor der Therapie von Scios durchgeführt wird. (Erhöhter BNP Spiegel bei CHF)
Die FDA hat also das Prinzip anerkannt und wird höchstwahrscheinlich auch Scios einen positiven Beschei zukommen lassen.

Vielleicht steht das aber auch schon im Aktionär, den ich nur gelegentlich mal im Supermarkt durchblättere.

Gruss pollyanna

[jur91bcf]

@pollyana - ich bin vor 2 wochen rein, wird mir nun langsam unheimlich, dass das ding steigt und steigt (bin sowas garnicht mehr gewoehnt ).
leider findet man kaum infos zu scios - war fuer mich auch zugegebenermassen ein zock. trotzdem wuerde mich interessieren, wie das so weitergeht, wie die aussichten sind. verstehe bloss nicht viel von dem medikamentenkram.
wollte dich nur fragen, wann man denn so mit zulassungsentscheidungen rechnen kann...

merci!

[pollyanna]

@jur91bcf
Momentan kann dir wohl keiner sagen wie das bei Scios weitergeht.Die Stops möglich eng nachzuziehen ist bei dem geringen Umsatz in Deutschland auch kein guter Rat.

Fakt ist , dass Natrecor in den klinischen Studien sehr gut abgeschnitten hat und das es sich um eine sehr große potentielle Patientengruppe handelt.
Der Antrag bei der FDA ist eingereicht und sollte in spätestens 6 Monaten entschieden sein. Es könnte hier aber wesentlich früher geschehen weil die FDA am Design der klinischen Studien beteiligt war.
Ich persönlich finde es sehr beruhigend, dass der Kurs nicht viel höher als der Emissionskurs liegt und noch weit vom ATH entfernt ist. Siehe Langfristchart.
Die Aktien scheint momentan einfach sehr beliebt zu sein.
Das Volumen nimmt zu wenn die Kurse steigen und schrumpft wenn die Kurse fallen.
Mir gefällt allerdings überhaupt nicht, dass der Vermarktungspartner noch nicht bekannt gegeben wurde.
Reine Spekulation: Es soll wieder Bayer sein. Und hier gibt es wiederum Gerüchte, dass Roche die Pharmasparte von Bayer übernimmt. Das könnte zu Verzögerungen über den Vermarktungspartner führen.
Wenn nicht bald ein fähiger Partner vorgestellt wird, werde ich sehr misstrauisch.

Da Scios nun endlich im Aktionär bekannt gemacht wurde, werde ich diesen thread beenden.Ich nehme an, dass die Leute vom Aktionär die Biotech boards durchforsten und bin doch sehr verwundert über diese späte Reaktion.Denn Scios liegt mit einer 3-Monatsperformance von 110 % eindeutig vor allen anderen Biotechs.

Gruss pollyanna

[pollyanna]

Meldung vom 15. Dezember.

New Coverage von Scios durch Prudential.
Einstufung: Strong buy!

Gruss pollyana

[pollyanna]

Da Herr Förtsch sich verkrümelt hat, aber Scios sich weiterhin gut hält, auch dann wenn es mit den anderen Biotechs runtergeht, werde ich nochmal neue Meldungen hier reinstellen damit Scios nicht in Vergessenheit gerät.

Scios wird auf der Chase H&Q Conference am 11. Januar wieder positive Ergebnisse vorstellen können.
Die Konferenz dürfte dem ganzen Biotech Sektor auf die Sprünge helfen weil dort einige Firmen ihre Ergebnisse vor Analysten und Fondmanagern vorstellen.

Scios Inc. to Provide Update at Chase H&Q Conference in San Francisco
WHAT: Scios Inc.`s update on corporate strategy and company news at the H&Q Conference in San Francisco

[pollyanna]

Scios will Natrecor Mitte diesen Jahres auf den Markt bringen.

Scios aims to launch heart drug by mid-2001
WEDNESDAY, JANUARY 10, 2001 2:03 PM
- Reuters

LOS ANGELES, Jan 10 (Reuters) - Biopharmaceutical company Scios Inc. (NASDAQ NM:SCIO) said on Wednesday that it filed an amended application for U.S. Food and Drug Administration (FDA) approval of its congestive heart failure therapy and expects to launch the drug in the middle of this year.

[pollyanna]

Die Vermarktung von Natrecor ist geklärt!
Was lange währt wird endlich gut.

Scios ist von Natrecor so stark überzeugt, dass sie auf eine Allianz mit einem Pharmariesen verzichten.(Bayer ist raus)
Sie wollen die Vermarktung selber übernehmen, holen sich aber für die ersten 3,5 Jahre Quintiles Transnational Corp. zur Hilfe. Quintiles ist auf diesem Gebiet weltweit schon sehr erfolgreich. Sie haben Erfahrung darin eine schlagkräftige Verkaufsmannschaft zu rekrutieren und eine gute Marketing Strategie zu entwickeln.

Das ist ein meiner Meinung nach ein sehr guter Schachzug von Scios und nach meinem Wissensstand ein Novum für eine Biotech Company.

Bei einer Allianz mit einem Pharmakonzern erhält eine Biotech Firma bestenfalls 40-50 % der Gewinne.
Nun erhalten sie bis 2007 80% der Gewinne und dann 100%.
Was das bedeutet wenn sich Natrecor zu einem Blockbuster entwickelt brauche ich wohl nicht näher zu erläutern.

Weiterhin viel Spass mit Scios

pollyanna

Quelle:
Scios and Quintiles Create Marketing Alliance to Commercialize Natrecor For Acute Decompensated Congestive Heart Failure
THURSDAY, JANUARY 11, 2001 8:01 AM
- PRNewswire

SUNNYVALE, Calif. and RESEARCH TRIANGLE PARK, N.C., Jan 11, 2001 /PRNewswire via COMTEX/ -- -- Scios Inc. (Nasdaq: SCIO) and Quintiles Transnational Corp. (Nasdaq: QTRN) today announced a marketing alliance to commercialize Scios` lead product, Natrecor(R) (nesiritide) for the treatment of acute decompensated congestive heart failure (CHF) in the United States. Under the terms of the three and a half year agreement, Quintiles, through its corporate ventures group, PharmaBio Development, will provide $35 million in funding for the commercialization of Natrecor of which $10 million will be paid to Scios within six months following the launch of Natrecor, immediately following FDA approval, which is expected to occur during the third quarter of this year. Innovex, Quintiles` commercialization unit, will deliver a wide range of sales and marketing solutions for Scios. In addition to providing pre-launch market development, Innovex will identify, hire, train and deploy a dedicated cardiology and emergency medicine sales force of approximately 180 to launch Natrecor.

"The strength of the VMAC trial results and the positive comparison of Natrecor to IV nitroglycerin, today`s standard of care, affords us the opportunity to commercialize Natrecor ourselves with the help of Innovex which we believe will have far greater financial potential for our shareholders than a traditional co-promotion agreement," said Richard B. Brewer, President and Chief Executive Officer of Scios. "Scios sees two primary advantages in working with Quintiles. First, we can use Innovex`s demonstrated ability to quickly and effectively build the sales force and marketing infrastructure to successfully launch Natrecor. Second, Scios will retain more than 80% of the profits generated on sales of Natrecor through 2007, and Scios will retain 100% thereafter. This is a much better deal for our shareholders than traditional pharmaceutical co-promotion arrangements we considered under which Scios would receive just 40-50% of profits."

[pollyanna]

- Reuters:

Scios files shelf offering for $120 mln in stock
FRIDAY, JANUARY 19, 2001

Scios kann sich durch Aktienverkauf 120 Millionen $ beschaffen. Häufig belastet so eine Ankündigung den Kurs weil man eine Verwässerung befürchtet.

Da Scios aber heute wieder um 6,9 % angezogen ist kann man wohl davon ausgehen, dass die Anleger auf eine gute Verwendung der Gelder vertrauen.
Allerdings setze ich voraus das es sich nicht nur um einen Amgen-Effekt handelt. Wir werden sehen.

Gruss pollyanna

[script]

Ich beobachte Scios schon länger. Scios hat in meinen Augen das größte Potential aller Bios dieses Jahr. Aufmerksam geworden bin auf Scios, als eine Liste der besten Bios im November durchgegangen bin.
Weiß villeicht jemand eine geschätzen Jahresumsatz, den man mit Natrecor erreichen kann?

[pollyanna]

Scios geht mit seinem p38 Kinase Inhibitor in Phase I.
SCIO-469 soll zur Therapie von RA eingesetzt werden, auch ein großer Markt.
Andere sind natürlich schon weiter, z.B. Vertex ist schon in Phase II, aber die orale Verfügbarkeit ist ein entscheidender Vorteil. Scios tut gut daran die Pipeline zu füllen, so daß das Risiko nicht mehr ganz so groß ist wenn sich die Zulassung von Natrecor verschiebt.

Gruss pollyanna

Scios Announces Phase I Human Clinical Trial Results With Oral P38 Kinase Inhibitor
WEDNESDAY, JANUARY 24, 2001 4:00 PM
- PRNewswire

SUNNYVALE, Calif., Jan 24, 2001 /PRNewswire via COMTEX/ -- Scios Inc. (Nasdaq:SCIO) announced today that data from a recently completed Phase I clinical trial of SCIO-469, Scios` novel oral p38 kinase inhibitor, indicate that the drug is well-tolerated in healthy volunteers. Based on these results, Scios will begin a Phase Ib multi-dose trial in healthy volunteers this quarter.

Scios is initially developing SCIO-469 as a treatment for Rheumatoid Arthritis. Rheumatoid Arthritis (RA) is a progressively worsening autoimmune disease of unknown origin in which the body`s natural immune system attacks healthy joint tissue causing inflammation and joint damage.

[pollyanna]

Scios zeigt so langsam wieder relative Stärke und steigt erneut gegen den Abwärtstrend. Man bereitet sich darauf vor, bald zu den wenigen schon gut verdienenden Biotechs zu gehören.

Den Analysten bleibt das auch nicht verborgen.
Lehman Bros. setzt Scios mit einem Strong Buy und einem Kursziel von 41 Dollar auf ihre Empfehlungsliste:

Scios Inc. rose $1.56, or 9.7 percent, to $17.75. Lehman Bros. initiated coverage of the biopharmaceutical company with a "strong buy" rating and $41 price target. Lehman said the company`s lead product, Natrecor, "is superior to the current standard in stabilizing acute heart failure patients," and that the stock should benefit from "investor and physician excitement" over new therapeutics for heart failure.

Gruss pollyanna

[aluchip7]

"Relative" Stärke ist gut - SCIOS ist eine der wenigen
Biotechs, die von weiteren Kursrückgängen scheinbar un-
berührt bleiben.
Dies deutet auf eine gute Qualität der Anleger hin, die im
momentan laufenden Langzeit-Crash diese Aktie nicht aus der
Hand geben.
Einzig die geringen Umsätze sind etwas problematisch,
unbedingt Limit setzen.

Gruß aluchip7

[pollyanna]

Ich bin weiterhin sehr bullish für Scios.
Aber das ein erneutes FDA panel für den 25. Mai angesetzt ist gefällt mir nicht. Neueinsteiger sollten sehr vorsichtig sein!
Mehr Infos von R. Garren aus dem Börsenbrief Biotech Insights:
Scios` product-- Natrecor (an IV drug for acute congestive heart failure)-is going before an FDA panel meeting on May 25 . This cannot be good news for Scios. The best possible scenario would have been no panel meeting -just an FDA approval. Scios already had a panel meeting and the drug was recommended for approval but the FDA declined the recommendation making the company do a further study to evaluate Natrecor head to head with the standard of care-IV nitroglycerin (NTG)-this study will be reviewed by the new panel. On my reading the new study showed no increase in hypotensive episodes with Natrecor as compared to NTG. This is what the FDA was really interested in. Furthermore, Natrecor looked a little better than NTG at 3 hours using pulmonary wedge pressures as an end point. Patients also felt less short of breath on Natrecor compared to NTG. In my mind the FDA shouldn`t need another panel meeting unless there are other considerations-and this could definitely be a negative. My bet is that Natrecor will get approved-the side effect profile (headache) appears better than that of NTG and this could be enough even if all other things are equal. However the downside risk is substantial-if Natrecor is not approved the stock tanks-so that is the gamble-are you feeling lucky?

[Guru-Schreck]

Wednesday May 9, 8:02 am Eastern Time

Press Release

SOURCE: Scios Inc.

Scios Announces Research and Development Collaboration With Medtronic For Heart
Failure Treatment

SUNNYVALE, Calif., May 9 /PRNewswire/ -- Scios Inc. (Nasdaq: SCIO - news) today announced its entry into a research collaboration with
Medtronic, Inc. (NYSE: MDT - news) to study the effects of Scios` investigational agent Natrecor® (nesiritide) in combination with Medtronic`s heart
failure devices and implantable infusion systems.

``We are excited to establish this collaboration as both Scios and Medtronic have a shared commitment to the diagnosis and management of heart
failure in all of its manifestations,`` said Scios Chief Scientific Officer George F. Schreiner, M.D., Ph.D. ``This research effort between the two
companies explores the potential for new heart failure treatments combining Natrecor`s unique therapeutic properties with Medtronic`s approach to the
treatment of heart failure.``

In the first of a planned program of pilot clinical studies, the hemodynamic and clinical effects of Natrecor, including the effects on spontaneous activity
and controlled exercise tolerance, will be evaluated using information collected by Medtronic`s Chronicle® Implantable Hemodynamic Monitor (IHM)
both during and after infusions of Natrecor. The pilot feasibility study is expected to begin this quarter at the Karolinska Hospital in Stockholm. Both
Natrecor and the Chronicle IHM are currently under clinical investigation in the United States.

Natrecor is a recombinant form of B-type natriuretic peptide (BNP), a naturally occurring hormone in the body that aids healthy functioning of the heart.
It causes arteries and veins to dilate, improving hemodynamic measures and alleviating symptoms of acute CHF patients by improving blood and other
fluid movement around the heart and lungs without a change in heart rate. Natrecor is currently being reviewed by the U.S. Food and Drug
Administration (FDA) as a potential treatment for acute CHF. If approved for marketing by the FDA, Natrecor would be the first new treatment
available for acute CHF in over a decade.

The Chronicle IHM is an implanted system designed to measure and record hemodynamic variables over time (e.g. right ventricular systolic and
diastolic pressures, estimated pulmonary artery diastolic pressure, heart rate and activity). The Chronicle system is being studied in a worldwide
multicenter clinical trial. Medtronic expects to file for U.S. and European marketing approvals for this system by the end of this year.

Heart failure, or the progressive weakening of the heart muscle, is the fastest growing cardiovascular disease in the world. Nearly five million Americans
have heart failure and 1,500 new cases are diagnosed every day. Heart failure is also the leading cause of hospitalization in people age 65 and over. In
the U.S., 2,600 people are hospitalized every day because of this condition -- a major reason why costs for treating heart failure are expected to
exceed $21 billion this year.

Scios is a biopharmaceutical company developing novel treatments for cardiovascular and inflammatory diseases. The company`s disease-based
technology platform integrates expertise in protein biology with combinatorial and medicinal chemistry to identify novel targets and rationally design large
and small-molecule compounds to treat cardiovascular and inflammatory diseases, two of the world`s leading unmet medical needs. Additional
information on Scios is available at its web site located at www.sciosinc.com and in the company`s various filings with the Securities and Exchange
Commission.

The statements in this press release that are not historical facts are forward-looking statements that involve risks and uncertainties. These include uncertainties associated with timing of
regulatory approvals, as well as other risks detailed from time to time in the reports filed by Scios with the SEC, including the company`s annual report and on form 10-K for the year
ended December 31, 2000.

[pollyanna]

Scios Aktionäre brauchen viel viel Geduld bis die Börse den Wert erkennt.
Das gehört aber mit zur Geschichte von Scios.
Jeder Biotech Investor kann daraus einiges lernen.
Zumindest wenn er die Geduld aufbringt den folgenden Artickel über die Entwicklung von Scios zu lesen.



San Francisco Chronicle

September 24, 2001


Scios` long, long road; Biotech firm`s success took almost 20 years

By Tom Abate

If the high-tech industry competes at a sprint, biotech is a marathon in which companies can spend 5, 10, even 15 years trying to prove to the U.S. Food and Drug
Administration whether a drug works -- or not.

But Scios Inc., a biotech firm in Sunnyvale, may have set an unenviable record this summer when it brought out its first medicine -- a heart-failure treatment called
Natrecor -- about 19 years after it opened its doors. At a time when biotech is the star of Northern California`s fading economy, and the industry promises miraculous
cures, Scios` odyssey reminds investors and patients that dangers, delays and management errors are likely when business and science team to explore medical
unknowns. "How did Scios survive all these years?" mused chief executive Richard Brewer, who joined the company in 1998.

"It went into survival mode, not success mode," he said. "I think a lot of biotech companies fall into that trap, where you talk yourself into thinking you`ve succeeded
because you`re still in business." Industry consultant Cindy Robbins-Roth put it more bluntly. "Biotech is littered with these companies that hang on and on and on," she
said. "Sometimes they live long enough to become something. Sometimes they just get too big to die." Scios was born in 1982 as California Biotechnology -- or Cal Bio --
at a time when investors were eager to bet on companies whose purposes they barely understood. "It was exactly the same thing as the dot-com mania," recalled Andy
Protter, an early Cal Bio scientist and one of the few to remain with Scios. Protter recalled an incident one Saturday morning shortly after he joined Cal Bio: "This guy
ran into the lab and said, I`ve just invested $250,000 in your company and I`ve got to catch a plane to Singapore. But I`ve got to know -- what do you guys do?"`

To fathom why people threw money at biotech back then, you need to understand how Genentech stunned the world in the late 1970s, when its scientists cut a human
gene out of DNA, pasted it into bacteria, and multiplied the microbes to produce therapeutic proteins such as insulin. For 100 years, ever since European chemists turned
tree bark into aspirin tablets, medicines had been made of chemicals that were ground up and pressed into pills. Gene-splicing promised a radical new way to make
medicines -- and making medicines meant making money. When Genentech went public in 1980, scientists involved in gene splicing became hot properties. Against this
backdrop, officials at the now-defunct brokerage firm E.F. Hutton asked John Baxter, a gene splicer at the University of California at San Francisco, to form a biotech
company. "Their interest in me began shortly after I appeared in a New York Times cover story on biotechnology," said Baxter, still a UCSF professor.

Although Baxter retained his academic post and never worked full time for Cal Bio, he dominated its early years through his dual roles as a member of the board of
directors and talent scout. "That`s what I considered my job as the scientific founder, to identify the opportunities and get the company working on them," Baxter said. If
anything, Baxter did his job too well, said Al Scheid, the former E.F. Hutton executive who helped start Cal Bio and took it public in 1983. Scheid, who runs a vineyard in
Monterey County, said he and Baxter quarreled over Baxter`s demands for costly new research projects. "He had a new idea once a week -- that was his strong suit,"
Scheid said. "His Monday whim was supposed to be our Wednesday action and his Friday dream come true." Tired of butting heads, Scheid quit in the mid-80s, leaving
Cal Bio to a series of managers who had the same trouble controlling the company`s scattergun tendencies.

"I was about employee No. 75," said Robbins-Roth, who was recruited by Scheid prior to his departure. "I was hired to do due diligence on the research side. There were
35 projects going on -in diagnostics, human therapeutics, animal contraceptives, vaccines. It was unbelievable." Richard Casey, a drug industry veteran from Alza Corp,
who became chief executive of Cal Bio in 1987, said, "This was a serious case of a startup without a lot of adult supervision." After Casey came aboard there was a
tug-of-war between him and Baxter, until Baxter severed his ties with Cal Bio in the early 1990s. To this day the two men disagree over why the company wandered.

Baxter points with pride to Cal Bio`s scientific coups. Its scientists discovered atrial natriuretic peptide, or ANP, a hormone that helps protect the heart. When a fluid
buildup puts dangerous pressure on the heart, ANP triggers the kidney to expel fluid. "When we would inject the protein into rats, they would pee all over themselves,"
said Protter, the Scios survivor.

Early Cal Bio scientists also isolated the gene that makes fibroblast growth factor (FGF), a protein with amazing properties. When researchers placed a few drops of
FGF under the skin of a rat, blood vessels began to form, raising hopes that FGF could create new blood canals to bypass fat-clogged arteries.

Drug companies such as American Home Products and biotech firms like Genentech sought licenses to Cal Bio`s discoveries. Chiron and Amgen both came to Baxter,
looking at a possible merger, he said, suggesting Cal Bio succeeded scientifically. "The company didn`t develop from a business point of view," he said. Casey bristles at
the suggestion.

"The overall thesis of good science, bad management is a simpleton`s view of the world," said Casey, who recently ended a brief stint as chief executive of a biotech firm
called CellGate. "My thesis would be that it was a blending of science and business talent that allowed the company to survive all these years," he said.

Casey certainly showed some talent at financial maneuvers in his 11 years at the helm. In 1991, he took advantage of the biotech boom to raise $107 million. In 1992, he
changed the company`s name to Scios, then merged it with an another firm -- part of which he later spun off, raising money that helped keep Scios afloat. But while
Casey proved adept at reshuffling the financial deck, on the product front Scios crapped out. FGF and ANP worked wonders in rats, but safety and efficacy problems
emerged in human clinical trials.

"The main reason for the failure of the company was picking the wrong compounds (for development)," Casey said. "No matter what people tell you about what they did
and how smart they were, luck has a lot to do with it." In 1993, dissident shareholders began demanding Casey resign or sell the company. His woes became fodder for
former Chronicle financial columnist Herb Greenberg, who wrote in 1997: "This is the third time in recent years that investors have tried to oust . . . longtime CEO and
Chairman Rich Casey."

Although Casey survived that attempt, the fight had gone out of him. "I resigned, retired, whatever you want to call it in 1998," Casey said. "I was tired, I was worn out."
Before he quit, however, Casey had moved Scios to the verge of success when he asked the FDA to approve Natrecor, a drug the company had been testing for a
decade. Natrecor is the brand name for B-type natriurietic peptide, or BNP. Like ANP, BNP helps weak hearts. It just works differently, widening blood vessels so the
heart doesnt have to push as hard to maintain circulation.

Protter, the Scios veteran, said BNP seemed inherently superior to ANP. BNP was produced by the heart continuously during heart failure, while ANP was made for
short term. This suggested it would be easier to find a dose of BNP that reduced pressure on the heart without causing blood pressure to drop to dangerous levels. "BNP
was longer lasting, it was more stable in the blood," he said. "As the heart goes into failure, as it works harder on a chronic basis, BNP is turned on." In 1998, Scios
presented years` worth of animal and human experiments to the FDA. Casey, certain Natrecor would get approved, thought he had found an honorable exit. But once
again, Casey`s Scios struck out. Seven months after Genentech veteran Brewer took over as chief executive, the FDA ordered more safety tests.

It was a tremendous blow to a company already demoralized by Brewer`s decision, early in 1999, to lay off a third of Scios` staff. Around this time, someone scribbled
"Time to kill Brewer" on a public calendar, prompting Scios to temporarily beef up security. "We had this kind of double whammy, with the layoffs and the FDA rejection
back to back," Brewer said.

In retrospect, however, the twin shocks had an unforeseen benefit -- the people who had long equated survival with success left one way or another. "The people we had
left were in it to win," Brewer said. "We gave big stock options at $3 a share to keep them interested. The only good thing about a bad stock price is that you can give
options that are cheap."

Among the new stars was Darlene Horton, vice president for clinical trials. "It was so disappointing," Horton said. "The thing that kept me going was that I knew this
was a good drug." Horton led a team of two dozen people who designed an experiment to prove this to the FDA. The agency was worried about safety and dosing. If
doctors gave too much Natrecor, thin blood vessels might swell too much, leading to dangerously low blood pressure. So Horton cut the dose by a third and designed a
trial that measured the effectiveness of Natrecor against intravenous nitroglycerin -- which doctors use today to dilate blood vessels and lessen pressure on weak hearts.

Horton`s team quickly enrolled 498 patients in the experiment. Vindication came this summer, when the FDA approved the drug. The first vials of Natrecor shipped in
mid-August. In the snail paced world of drug development, Scios had moved at near light speed. Pleased as he is with Natrecor`s rebound, Brewer said he believes Scios`
future rests with a recent discovery in the company`s labs. While most of Scios was focused on Natrecor, a team led by Chief Scientific Officer George Schreiner
discovered a chemical -- SCIO-469 -- that seems to inhibit inflammation caused by arthritis."That`s a multibillion-dollar drug if it`s anything at all," Brewer said.`

It`s still early in the experimental cycle, and Scios has often guessed wrong. Has Brewer broken the jinx? Maybe, said analyst Eric Schmidt with SG Cowen. "Drug
development is a very erratic game," Schmidt said. "One or two successes can make up for a lot of failures."

While SCIO-469 undergoes tests, Brewer is creating a market for Natrecor. FDA approval lets companies sell medicines, but it doesn`t guarantee acceptance. Brewer
has built a 170-person sales force to call on cardiologists whose recommendations will make or break sales. "This is an expensive drug," said Dr. Ralph Brindis, chief of
cardiac services for Kaiser-Permanante in San Francisco. A vial of Natrecor will cost about $250. A dose of generic nitroglycerin, the competing treatment, would run
about 10 bucks.

Brewer has set modest expectations for Natrecor. "I think it`s a $200 million to $300 million drug at peak," he said. Meanwhile, in a page from Casey`s playbook, Brewer
took advantage of an uptick in Scios` stock price to raise $121 million in June. The money will fund the sales effort for Natrecor -- and clinical trials for SCIO-469. "We
are now a real company," he said. "We were a public company before, but now we`re a commercial company."

Brewer said the Scios saga holds lessons for biotech. Most startups form around one idea for a new drug. Millions of dollars are raised to start the company. But instead
of racing to prove or disprove the founding hypothesis, startups hedge. They contract to do research for big drug companies. They think they`re reducing risk. Brewer
said he thinks they`re losing focus. "They`re afraid to put all their eggs in one basket, even though that`s the game they`re playing, because they`ve only got one egg,"
Brewer said.`Better to go for broke, spend it all on the founding premise.

"If you lose, you lose. Why prolong it for 10 or 20 years?"

[puhvogel]

Jetzt würde ich gerne wissen, wieviel Prozent davon Lagerkäufe sind.
Scios Announces Strong Initial Natrecor Sales
SUNNYVALE, Calif., Oct. 1 /PRNewswire/ -- Scios Inc. (Nasdaq: SCIO - news) announced today that it has recorded net sales of $4.5 million for Natrecor® (nesiritide), in the third quarter ended September 30, 2001. This sales level indicates strong initial acceptance of Scios` recently launched flagship product especially in light of the August 15th launch date and only six weeks of selling activity during the 13 weeks of the quarter. Scios expects to report its full third quarter 2001 financial results on Thursday, October 25, 2001.

``We are very pleased with the positive experiences physicians and their patients are having with Natrecor in hospitals across the country,`` said Tom Feldman, Vice President of Sales and Marketing at Scios. ``Our sales force is making an immediate impact with our target customers.``

Scios began marketing Natrecor on August 15, 2001 through its 168 person sales force, immediately after receiving FDA approval. Of the 2,000 hospitals Scios is targeting, Natrecor is now available in approximately 500 U.S. hospitals, and the company is already receiving numerous re-orders. (Darum geht es)

``Based on what we saw in just six weeks, we are comfortable with our Natrecor sales projections of $10 - $12 million for 2001,`` said Richard B. Brewer, President and Chief Executive Officer of Scios. ``We will continue to roll out our marketing and educational programs to support Natrecor and believe the programs will significantly enhance our sales penetration into 2002.``

[puhvogel]

Reality-Check-Update:

Thursday February 7, 9:01 am Eastern Time
Scios Announces Fourth Quarter and Year End Financial Results
Year of Achievement Paves Way for Future as Top-Tier Biotechnology Company
SUNNYVALE, Calif., Feb. 7 /PRNewswire-FirstCall/ -- Scios Inc. (Nasdaq: SCIO - news) announced today its full fourth quarter and year-end financial results for 2001.

Scios previously reported that net sales for its lead product Natrecor® (nesiritide) for the year ended 2001 were $14.1 million. Based on this strong start, Scios raised its full year 2002 net sales outlook for Natrecor to $55 to $60 million.

``2001 was a defining year in the company`s history marked by a series of achievements that pave the way for a very exciting future as a top-tier biotechnology company,`` said Richard B. Brewer, Scios` president and chief executive officer. ``We gained FDA approval for and launched Natrecor, the first new drug for acute congestive heart failure in over a decade; we hired and trained a focused hospital-based sales force led by highly experienced sales management; we signed a licensing agreement with GlaxoSmithKline to commercialize Natrecor in Europe; we advanced SCIO-469 into the clinic, and our soon to begin Phase IIa study places us at the forefront of development of an oral anti-inflammatory agent for rheumatoid arthritis based on p38 kinase inhibition.`` ``In addition to these accomplishments, our research group has developed several back-up molecules to SCIO-469, and rapidly advanced another new product candidate through preclinical development, the details of which we will announce at the SG Cowen Healthcare Conference in March,`` added Mr. Brewer.

Fourth Quarter and Year End Financial Results

Fourth quarter 2001 net revenues were $10.5 million compared to $3.5 million in the fourth quarter of 2000. This increase was primarily due to Natrecor product revenue. In the prior year the Company had $2.4 million in product sales related to the psychiatric sales and marketing division, which ceased operations in the first quarter of 2001.

Total costs and expenses for the fourth quarter of 2001 were $40.7 million compared to $16.0 million in the fourth quarter of 2000. The increase in costs and expenses was largely attributable to building a marketing and sales infrastructure for Natrecor and clinical development of the p38 kinase inhibitor program. Net loss for the quarter was $28.8 million, or $0.63 per diluted share, compared to a net loss of $12.2 million, or $0.32 per diluted share, for the same period last year. Per share amounts were based on 45.7 million weighted average diluted shares in the 2001 fourth quarter, compared to 38.6 million weighted average diluted shares in last year`s quarter.

Net revenues for the year ended 2001 were $47.3 million compared to $12.6 million in the same period last year. The 2001 increase was primarily due to the following: one-time sale of bulk FGF to Kaken for $15.9 million; one-time gain from the sale of marketing rights to GlaxoSmithKline in the amount of $9.4 million related to the psychiatric sales and marketing division; and $14.1 million of Natrecor product revenue. In 2001, sales from the psychiatric sales and marketing division were $3.1 million, and in 2000, sales were $6.9 million.

Total costs and expenses for 2001 were $112.5 million compared to $55.0 million for the same period a year ago. The increase in costs and expenses for the year is largely attributable to building a marketing and sales infrastructure for Natrecor and development of the p38 kinase inhibitor program. The Company reported a net loss of $62.5 million, or $1.47 per diluted share, for the year ended December 31, 2001, compared to a net loss of $42.5 million, or $1.12 per diluted share, for the comparable period in 2000. Cash, cash equivalents and marketable securities (both current and non-current) balances at December 31, 2001 were $129.3 million.


Key 2001 Achievements:

-- Filed New Drug Application amendment to FDA for Natrecor;
-- Completed Phase I clinical program for SCIO-469;
-- Built internal sales and marketing team and infrastructure to launch Natrecor;
-- Recruited, hired and trained sales force to launch and sell Natrecor in the U.S.;
-- Raised additional $114 million in cash through public stock offering;
-- Received FDA approval to market Natrecor;
-- Launched Natrecor one business day after receiving FDA approval;
-- Achieved better than expected Natrecor sales;
-- Launched ADHERE, the first national acute heart failure registry, with nearly 2,000 patients enrolled to date;
-- Filed Investigational New Drug Application with FDA for SCIO-469 to begin Phase II clinical trial program;
-- Signed licensing agreement with GlaxoSmithKline for commercialization of Natrecor in Europe;

In addition to increasing sales of Natrecor in the acute heart failure market, Scios is evaluating additional opportunities for the product. During the fourth quarter of 2001, Scios began enrolling patients in a pilot study, called FUSION, designed to evaluate the safety and tolerability of Natrecor when administered in an outpatient setting to patients with chronic advanced congestive heart failure who are at high risk for hospitalization. Following the successful completion of two Phase I studies in England, Scios filed an Investigational New Drug application to begin clinical studies in the United States of SCIO-469, its novel oral p38 kinase inhibitor for the treatment of Rheumatoid Arthritis (RA). The Company expects to begin a Phase IIa clinical trial evaluating SCIO-469 later this month. The trial will enroll 120 RA patients and is expected to be completed by the end of 2002. Safety data and preliminary efficacy data from this study are expected to be announced in early 2003.

The company also announced that Dr. Donald Rice, Scios` Chairman of the Board, will take a more active role working with the senior management team as Mr. Brewer completes the next phase of his treatment for multiple myeloma, which is expected to last up to approximately two months. For this interim period, the Board of Directors has established the Office of the Chairman, composed of Dr. Rice and the senior management team. Dr. Rice has served as Chairman of the Scios Board of Directors since 1998, and is currently the President and CEO of Agensys, Inc. Dr. Rice is also a Board member of Amgen, Inc., Wells Fargo & Company, Unocal Corporation and Vulcan Materials Company. ``Dr. Rice has expertly led our Board over the past few years and I am pleased he will be overseeing operations in my temporary absence during which I expect to be in close contact with him and the rest of the senior management team,`` added Brewer.

Macht im letzten Quartal 9,5 Millionen $ Natrecor Verkäufe.
Wenn man boshaft wäre, dann könnte man das mit den ersten 6 Wochen des Verkaufs verrechnen und erkennt keine Steigerung der Verkaufszahlen, aber da gab es sicher Lagerverkäufe.
Ein wenig müssen sie sich aber noch steigern, denn 4*9,5 sind erst 38.
Marketing, general and administration 27,37 Millionen $ im Quartal ist aber schon ganz schön heftig, da reichen 60 Millionen Umsatz bei weitem nicht aus. Mir ist das einen Hauch zu aggressiv, aber wenn die 80-100 Millionen $ an Umsatz nächstes Jahr rauskriegen wär das schon in Ordnung.
Bei MEDI und BGEN beträgt dieser Posten etwa das 2,2 fache, aber die haben einen echten Blockbuster zu verkaufen, und speziell BGEN hat einen echten Schienbeintret-Wettbewerb.
Connetics benötigt nur ein Drittel der Summe. Hmmm...